Technology Stack Switch in Financial Services
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Edelman Financial Engines Switches Tech Stack from Envestnet to Orion
Yahoo Finance· 2026-01-22 14:30
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Edelman Financial Engines, a registered investment advisor and managed accounts provider with more than $308 billion in assets under management, has shifted its technology stack to Orion. On Thursday, the firms announced that Edelman had onboarded its advisors to Orion’s platform for portfolio management, trading, data, reporting and advisor engagement. Edelman had been using the larger technolo ...